Delaware Global Listed Real Assets Fund (DPREX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DPREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DPREX
DPREX charges 1.31% annually. There are 63 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | DPREX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | DPREX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | DPREX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | DPREX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | DPREX vs JNSMX |
Best Risk-Adjusted Alternatives to DPREX
DPREX has a PortfoliosLab risk / return rank of 83. There are 16 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | DPREX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | DPREX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | DPREX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | DPREX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | DPREX vs GBMFX |
Top Performing DPREX Alternatives (YTD)
DPREX is at 8.00% YTD. There are 40 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | DPREX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | DPREX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | DPREX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | DPREX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | DPREX vs GLBIX |
Lowest Volatility Alternatives to DPREX
DPREX has 7.91% 1-year volatility. There are 19 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | DPREX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | DPREX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | DPREX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | DPREX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | DPREX vs PMFYX |
Lowest Drawdown Alternatives to DPREX
DPREX has a 1-year max drawdown of -5.00%. There are 8 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | DPREX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | DPREX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | DPREX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | DPREX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | DPREX vs MSTGX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 95 | 105.52% | — | Jun 1996 | DPREX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.62% | — | Oct 1993 | DPREX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.23% | — | Jun 2000 | DPREX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.21% | — | Jun 2000 | DPREX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 51 | 19.50% | — | Jun 1987 | DPREX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 48 | 18.35% | — | Dec 1998 | DPREX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 6.83% | — | Aug 2003 | DPREX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 64 | 2.84% | — | Jan 1984 | DPREX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 7.88% | — | Sep 1998 | DPREX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 49 | 2.75% | — | Sep 1986 | DPREX vs CXHYX |
Often Compared With DPREX
Investors most often compare DPREX with VGWLX, VNQ, HRLYX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DPREX with Any Fund or Stock
Compare DPREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DPREX with funds that move differently
Delaware Global Listed Real Assets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DPREX.
Explore DPREX Diversifiers